-The strong performance of the commodities market in the first half of 2017 seems to many the beginning of a new cycle. Further supporting the optimism are better-than-expected global economic recovery, President Trump’s 1 trillion infrastructure, China’s supply-side structural reforms and the recent shutting down of tens of thousands of polluting factories. Is a new cycle coming?
-How will the tightening of monetary policies of major central banks affect commodities? Is the market less driven by speculation now, or more?
-Implications for the real economy